Introduction
MassDraft is a powerful matter automation solution that allows users to manage deals efficiently. This help article will walk you through how to duplicate, delete, and organise your deals within MassDraft, ensuring a streamlined workflow.
Navigating the Deals Tab
All deals you create or have access to are stored in the "Deals" tab on the MassDraft page. The deals are categorised into the following sections:
Active: Ongoing deals currently being worked on.
Completed: Finalised deals.
Deleted: Deals that have been removed but can still be restored or deleted permanently.
All: Displays all deals you have access to whether mass-generated deals or Docusign deals.
You can choose to view your deals as a grid or in a table format by selecting the relevant option in the top-right corner.
Duplicating a Deal
Duplicating a deal can be helpful when you need to create a new deal based on an existing one, saving time on setup and configuration.
Steps to Duplicate a Deal:
Navigate to the Deals tab.
Locate the deal you need to duplicate.
Click on the ellipsis icon (three-dot menu) next to the deal name.
Select Copy deal.
Rename the duplicated deal as needed and adjust any settings before proceeding.
This process creates a copy of the selected deal, maintaining all associated templates and settings.
Deleting a Deal
If a deal is no longer needed, you can delete it from your workspace.
Steps to Delete a Deal:
Navigate to the Deals tab.
Find the deal you want to remove.
Click on the ellipsis icon next to the deal name.
Select Delete.
Confirm the deletion when prompted.
Deleted deals will be moved to the "Deleted" section and can be recoverable or permanently deleted.
Organising Your Deals
To maintain efficiency, you can organise your deals within MassDraft using the following methods:
1. Sorted Deals: Your deals are sorted into categories such as: "Active", "Completed", "Deleted" and "All" for your ease of accessibility.
2. Using Groups for Deal Access: MassDraft allows collaboration by granting deal access to other users or groups. When inside a deal:
Click on "Select Users" to add specific colleagues.
Click on "Select Groups" to share a deal with an entire group.
Click "Save" to confirm changes.
3. Managing Deal Details: To customise your deal further:
Give a unique name to your deal.
Add a description for easy reference.
Conclusion
By effectively duplicating, deleting, and organising your deals in MassDraft, you can optimise your document workflow and maintain an efficient workspace. If you need further assistance, reach out to help@avvoka.com or contact your Customer Success Manager.